A detailed history of Cyndeo Wealth Partners, LLC transactions in Chevron Corp stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 19,769 shares of CVX stock, worth $2.93 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
19,769
Previous 19,702 0.34%
Holding current value
$2.93 Million
Previous $3.08 Million 5.55%
% of portfolio
0.21%
Previous 0.24%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$137.88 - $161.97 $9,237 - $10,851
67 Added 0.34%
19,769 $2.91 Million
Q2 2024

Jul 30, 2024

BUY
$152.57 - $166.33 $449,928 - $490,507
2,949 Added 17.6%
19,702 $3.08 Million
Q1 2024

Apr 16, 2024

BUY
$141.82 - $157.74 $134,729 - $149,853
950 Added 6.01%
16,753 $2.64 Million
Q4 2023

Jan 12, 2024

SELL
$141.77 - $169.1 $19,422 - $23,166
-137 Reduced 0.86%
15,803 $2.36 Million
Q3 2023

Oct 10, 2023

BUY
$152.88 - $171.04 $153,644 - $171,895
1,005 Added 6.73%
15,940 $2.69 Million
Q2 2023

Jul 27, 2023

SELL
$150.62 - $172.44 $397,335 - $454,896
-2,638 Reduced 15.01%
14,935 $2.35 Million
Q1 2023

Apr 21, 2023

BUY
$152.34 - $187.79 $53,166 - $65,538
349 Added 2.03%
17,573 $2.87 Million
Q4 2022

Jan 25, 2023

BUY
$151.73 - $188.05 $2.61 Million - $3.24 Million
17,224 New
17,224 $0

Others Institutions Holding CVX

About CHEVRON CORP


  • Ticker CVX
  • Exchange NYSE
  • Sector Energy
  • Industry Oil & Gas Integrated
  • Shares Outstandng 1,957,430,016
  • Market Cap $290B
  • Description
  • Chevron Corporation, through its subsidiaries, engages in integrated energy and chemicals operations worldwide. The company operates in two segments, Upstream and Downstream. The Upstream segment is involved in the exploration, development, production, and transportation of crude oil and natural gas; processing, liquefaction, transportation, and...
More about CVX
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